Senior Paraplanner Job at Chase de Vere

Senior Paraplanner

Idex Consulting have an opportunity for a Paraplanner to join an IFA based in Gl...

Location

United Kingdom , Glasgow

Salary:

50000.00 - 60000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

April 17, 2026

Requirements

Must be Diploma level (or equivalent) and looking to work towards Chartered status
The candidate must have full paraplanning experience
Experience in report writing and research
Able to be an excellent team player

Job Responsibility

Develop financial planning strategies in line with the client's needs, goals and objectives
Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards
Cash flow modelling, tax calculations, liaising with product providers etc.

What we offer

Bonus
Huge growth and career potential

Fulltime

Senior Paraplanner

Your role will include: Researching products, funds, and financial solutions to ...

Location

United Kingdom , Cheshire

Salary:

45000.00 GBP / Year

Broster Buchanan

Expiration Date

Until further notice

Requirements

2+ years’ experience in paraplanning
Financial Planning Qualifications or actively working towards it
Are a team player with a passion for financial planning
Can juggle priorities and deliver high-quality work under pressure
Have strong initiative and project management skills
Are confident producing suitability letters and communicating with clients
Are comfortable working independently and managing your own workload

Job Responsibility

Researching products, funds, and financial solutions to support tailored advice
Preparing suitability reports and documentation for client meetings
Highlighting opportunities and areas for improvement in client portfolios
Supporting compliance through pre-sale checks and project work
Driving innovation by contributing to improve team efficiency
Working with AI software to prepare research and advice

What we offer

Complementary range of learning opportunities
Opportunities for progression
6 monthly performance review conversations
Optional monthly 1-2-1s
Opportunity to work with a mentor
Encouraged to get involved in wider firm initiatives

Fulltime

Senior Mortgage and Protection Paraplanner

Flagstone are the largest independent mortgage brokers in Essex, providing indep...

Location

United Kingdom , Chelmsford

Salary:

28000.00 - 32000.00 GBP / Year

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Full CeMap (and CeRER also desirable)

Job Responsibility

Communicate & liaise verbally and in writing with Advisers/customers/product providers and relevant staff
Interpret instructions and issues arising and implement actions
Accurate submission of mortgage applications and ensuring initial lender requirements are met
Updating CRM system with clients’ personal information & requirements, ensuring the correct product/s are selected and ensuring client documents are clearly labelled and uploaded to the system in a timely manner
Start worklist for submitted products and adding and relevant notes which will assist MSC
Reviewing obtained customer documentation to check that the Flagstone minimum requirements have been met
Conduct file reviews to a high standard and provide management information on results and outstanding actions
Establish and maintain effective working relationships with co-workers, supervisors and the general public
Maintain regular consistent and professional attendance, punctuality, personal appearance, and adherence to relevant health & safety procedures
Pursue personal development of skills and knowledge necessary for the effective performance of the role

What we offer

bonuses

Fulltime

Team Manager – Processing Operations

As a Team Manager you will work closely with our Operations Manager to ensure yo...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

A good level of experience in an administration role within the financial services, ideally within an IFA
Experience of leading or managing a team
A good knowledge and understanding of a wide range of financial products, including employee benefits products
Ability to build and develop effective working relationships at all levels
Some experience of training on a one to one basis and in a group environment

Job Responsibility

Day to day oversight and management of one of our Business Processing Teams
Acting as first point of contact for queries and escalations, managing workloads within the team and identifying training needs and areas for continuous improvement
Undertake quarterly one to one’s meetings with individuals and annual appraisals
Deal with the day to day technical and process queries from Central Operations Administrators, Advisers and third party providers
Work closely with the Operations Manager to identify and implement the necessary changes to processes, procedures and working practices
Proactively deliver and promote excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards
Assess the department’s work load and capacity on a daily basis in order to effectively resource manage
Ensure that during periods of holiday and sickness, there is the appropriate level of resource available at all time
Assist the Operations Manager and Senior Manager/s with collating and implementing the output from the MI reports on a regular basis
Carry out regular Quality checks in order to identify any issues which might indicate a training or development need within the team

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

Paraplanner

We are currently working with a reputable wealth management business with office...

Location

United Kingdom , Glasgow

Salary:

45000.00 - 55000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

April 17, 2026

Requirements

Experienced within the Wealth Management/Financial Planning remit
Hold the Diploma in Financial Planning (or working towards)

Job Responsibility

Provide technical paraplanning support to a team of Senior Financial Planners
Write bespoke reports
Conduct technical research
Work closely with Planners and Financial Planning Administrators

What we offer

Excellent benefits package
Full support to attain further qualifications
Excellent career development opportunities

Fulltime

Senior Financial Services Administrator

Brook Street Recruitment is working on behalf of our Belfast client are looking ...

Location

United Kingdom , County Antrim

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Min of three years' experience in an IFA setting / wealth management firm- this is 100% essential
Strong organisational skills, attention to detail, and ability to manage multiple priorities.
Excellent written and verbal communication skills.
Proactive, self-motivated, and committed to ongoing professional development.
Thorough understanding of compliance requirements.

Job Responsibility

Support financial advisers and paraplanners with client servicing and administration
Communicate with clients to request information and provide updates on services
Process new business and client servicing transactions via provider systems
Prepare annual review packs and manage ongoing service requests
Maintain accurate client records
Liaise with providers to ensure smooth service delivery
Contribute to team meetings and participate in continuous improvement initiatives
Ensure compliance with FCA regulations and firm quality standards

Fulltime

New

Warehouse Operative

As a member of our warehouse team you will undertake challenging and rewarding w...

Location

United Kingdom , Didcot

Salary:

Not provided

Booker Group

Expiration Date

February 06, 2026

Requirements

Flexible, reliable people with a 'can do' attitude and great team working ethics
A basic understanding of Health and Safety is essential
A good standard of literacy and numeracy skills
Previous warehouse experience (desirable)
LLOP or PPT truck experience (desirable)
Counterbalance truck license / experience (desirable)
FLT license / experience (desirable)

Job Responsibility

The picking, packing and loading of our customer food orders for delivery
Processing goods in effectively and efficiently
Performing stock checks as and when necessary
Replenishing the DC with goods in stock
Performing the necessary hygiene checks

What we offer

A Booker colleague card with 10% off purchases at Booker and double discount events up to three times a year
After 3 months service, a Tesco colleague discount card with 10% increasing to 15% off most purchases at Tesco for a 4 day period after every four-weekly pay day
10% off at Tesco Cafe and 20% off all F&F purchases
10% off pay monthly & SIM only deals with Tesco Mobile
Up to 30% off car, pet and home insurance at Tesco bank
Free eye test when you spend £50 or more
30% off when you spend £50 or more on glasses, prescription sunglasses and contact lenses
50% off health checks at Tesco Pharmacy
Exclusive access to discounted RAC breakdown cover rates
An exclusive deals and discounts website saving you money on everyday purchases including a cycle to work scheme

Fulltime

New

Delivery Supervisor

We have an exciting opportunity for a Transport Supervisor to join our team. You...

Location

United Kingdom , Sheffield

Salary:

Not provided

Booker Group

Expiration Date

February 05, 2026

Requirements

Experience of supervising a small to medium sized team, in either warehouse or transport
Experience of working in a customer focused environment
Management CPC would be advantageous
Excellent telephone and customer service skills

Job Responsibility

Ensure the Delivered Department is compliant with Company policy and procedures, taking a consistent approach with all team members
Ensure important management information is communicated out to all relevant team members
Supervise and maintain a safe working environment for all colleagues and customers, reporting any Health &Safety concerns to the Store Management team
Passionately promote and drive brand image through knowledge of product, excellent customer service and by ensuring that company guidelines are followed at all times
Support the delivery manager in ensuring all vehicles are roadworthy and legally compliant
Supervise, plan and co-ordinate to ensure all tasks are completed in an effective and timely manner
Accountable for the day to day running of a busy delivery operation
Responsible for leading a team of drivers and pickers, motivating them to achieve their daily targets

What we offer

A Booker colleague card with 10% off purchases at Booker and double discount events up to three times a year
After 3 months service, a Tesco colleague discount card with 10% increasing to 15% off most purchases at Tesco for a 4 day period after every four-weekly pay day, ie. thirteen times a year. In addition to 10% off at Tesco Cafe and 20% off all F&F purchases
10% off pay monthly & SIM only deals with Tesco Mobile for yourself, along with further great deals through-out the year
Up to 30% off car, pet and home insurance at Tesco bank. Terms and conditions apply
Free eye test when you spend £50 or more. You can also save 30% when you spend £50 or more on glasses, prescription sunglasses and contact lenses
50% off health checks at Tesco Pharmacy
Exclusive access to discounted RAC breakdown cover rates
An exclusive deals and discounts website saving you money on everyday purchases including a cycle to work scheme
After 3 months service, you can join our annual Save As You Earn share scheme which allows you to buy Tesco shares in the future at a discount
Retirement savings plan (pension) - save up to 5% and Booker will match your contribution

Fulltime

Senior Paraplanner

Chase de Vere

Location:

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 07, 2025

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